Goehring & Rozencwajg Associates, LLC — 13F holdings

Goehring & Rozencwajg Associates, LLC reported 41 holdings worth $1.74B in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. CNQ CANADIAN NAT RES LTD — $120M (6.9%)
2. SLB SCHLUMBERGER LTD — $114M (6.6%)
3. RRC RANGE RES CORP — $109M (6.2%)
4. SU SUNCOR ENERGY INC NEW — $106M (6.1%)
5. VAL Valaris Ltd — $103M (5.9%)
6. SDRL SEADRILL LTD — $99.7M (5.7%)
7. AMR ALPHA METALLURGICAL RESOUR I — $93.1M (5.4%)
8. NTR NUTRIEN LTD — $91.6M (5.3%)
9. CCJ CAMECO CORP — $91.0M (5.2%)
10. CNR CORE NATURAL RESOURCES INC — $88.1M (5.1%)